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Financial planning
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“There is more to life than increasing its speed."
Gandhi

A fearless conversation about your life goals.A holistic plan centered around your resources, commitments, priorities and needs. A relationship centered on what you want out of your life now and ahead.  And unwavering support across these several decades ahead.

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The personal side

We're people more wired to the personal side of financial services. Curious, transparent, purposeful and engaged, we take a wide embrace of this messy, extraordinary ahead. And as fiduciaries, we're committed to your success ahead of our own, as team members with a relentless desire to win. For you.

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Needs varyso does planning

Planning needs vary. Typically it makes sense to use the CFP Board seven step process from goal to implementation and review. Sometimes the reverse direction works better, such as when you have assembled an array of financial products  and want some context for the steps ahead. Sone need help to save more, some can benefit from the confidence to spend and enjoy more. Others have a single need not requiring formal planning.

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Our unique competence is how we bring a quantitative inclination to the dynamics of life planning. Working with a financial planner can help you gain confidence and achieve almost three times as much wealth as doing it alone. How may we serve?

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Pricing

Financial planning pricing varies depending on the complexity of your situation and your relationship with our practice.​

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We typically waive fees for straightforward financial planning with managed investment and variable annuity portfolios $250,000 and above.

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A financial plan can lead to 2.7 times greater wealth than without.

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Source:  RFI Global MacroMonitor 2020-2021

 

Working with an advisor can lead to higher potental returns on wealth.

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Source: Vanguard Advisor's Alpha® Perspectives, July 2022

     

 

Grosse Point Capital Management

909 Davis St., Suite 500

Evanston, IL 60201

847.550.7100 phone and text

info@grossept.com

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Grosse Point Capital Management is a registered investment adviser and licensed insurance broker. The presence of this website shall not be directly or indirectly interpreted as a solicitation of investment advisory services or insurance sales to anyone of another jurisdiction unless otherwise permitted by law. Not all investments and insurance products are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions. Follow-up or individualized responses to anyone in a particular state by Grosse Point Capital Management in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements.

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This material may contain estimates, forward-looking statements and forecasts, which do not represent a guarantee of future performance. This information is not intended to be complete or exhaustive and no representations or warranties, either express or implied, are made regarding the accuracy or completeness of the information contained herein. The opinions expressed are as of the date shown above and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader.

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Investing involves risks. including loss of principal. Many factors affect investment performance at any time, and past results are not indicative of the future. No assurance can be made that investment objectives will be achieved or losses will not be sustained. Diversification does not ensure a profit or protect against a loss.

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Insurance guarantees are subject to the claims-paying ability of the issuing carrier. Contract definitions may vary and features may not be guaranteed. Read your policy carefully.

 

Withdrawals and loans from a life insurance policy reduce the death benefit and cash value, may increase the chance the policy will lapse, and may result in a tax liability if the policy terminates before the death of the insured. â€‹Annuities are long-term, tax-deferred investments designed for retirement, and can fluctuate in value. If you decide to take your money out early, you may face surrender charges, and if you're not yet 59½, you may also have to pay an additional ten percent tax penalty on top of ordinary income taxes.

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© 2023 Grosse Point Capital Management, all rights reserved.

 

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